KIA
JPM.WS

King Investment Advisors’s JPMorgan Chase JPM.WS Stock Holding History

King Investment Advisors’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-38,950
Closed -$963K – 63
2015
Q2 		$963K Sell
38,950
-123,135
-76% -$2.99M 2.21% 17
2015
Q1 		$3.57M Buy
162,085
+2,440
+2% +$47.1K 1.7% 26
2014
Q4 		$3.32M Buy
159,645
+3,215
+2% +$62.8K 1.48% 26
2014
Q3 		$3.15M Sell
156,430
-4,665
-3% -$90.3K 1.43% 26
2014
Q2 		$3.11M Buy
+161,095
New +$3.05M 1.33% 28

Other funds holding JPM.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

King Investment Advisors's JPM.WS Position: Q3 2015 in Review

King Investment Advisors sold out of JPMorgan Chase (JPM.WS) in Q3 2015, closing a stake of 38,950 shares — an estimated $963K sold.

King Investment Advisors first reported a position in JPM.WS in Q2 2014 and held it in 5 quarters. The position peaked at $3.57M in Q1 2015. 57 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2015.

  • King Investment Advisors reported no remaining JPMorgan Chase position as of Q3 2015 after selling out during the quarter.
  • King Investment Advisors sold 38,950 JPMorgan Chase shares in Q3 2015, an estimated $963K.
  • King Investment Advisors first reported a position in JPMorgan Chase in Q2 2014 and held it in 5 quarters.
  • King Investment Advisors's JPMorgan Chase position peaked at $3.57M in Q1 2015.
  • 57 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2015.

Based on King Investment Advisors's 13F filing for Q3 2015, filed 4 Nov 2015.